How to Upload Notes

The first real step in a new project is to upload the records data from which you'd like to extract variables.


Brim uses a "Comma-separated values file" or CSV format to input this data. You can find a sample Data CSV file here.


To upload data:

  1. Access Project Setup on your Project Dashboard.
    • Click on the first section, which should be named "Project Setup".
  2. Preparing a CSV
    • Click on the Upload CSV option.
    • You can click on Example Format to see the required fields in the CSV. This section also includes some formatting notes, and a link to a Sample CSV file.
    • The file should have a row for each note, including a unique identifier for the note, a unique identifier for the patient (often an MRN), and the note's date, title, and text.
  3. Select File
    • Click "Choose File", and then choose the CSV file you want to upload from your desktop.
  4. Upload File
    • Click on the Upload button to upload the selected file.
    • Depending on the size of the file, this might take a few seconds, a few minutes, or longer for very long files. You'll see the status in the table change to "Complete" when the data is ready.
  5. Preview Data
    • After the upload is complete, you can preview the data to ensure it was uploaded correctly by clicking "Preview Data"
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